Investment Strategies – Page 11
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Features
The EM lending gap
Bank lending to emerging markets is falling sharply – but David Creighton writes that the growth in bond issuance isn’t filling the lending gap
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Asset Class Reports
US Equities: It’s a gas
The hydraulic fracturing revolution could re-shape the US economy – and US equity portfolios with it, writes Joseph Mariathasan
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Asset Class Reports
US Equities: Growth – but at what price?
US equity managers’ performance has been determined by a long period of convergence between value and growth strategies. Martin Steward outlines these characteristics in four portfolios and asks if this era is coming to an end
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Features
Innovate to survive
As business becomes thinner and specialisation becomes crucial, Iain Morse reports on the Norwegian custody market
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Features
It’s a war out there
Anthony Harrington finds optimism among active currency managers, and that a top-down discretionary approach might be best-suited to surviving and thriving through the ‘currency wars’
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Features
Banks back in favour
Fund managers are overweight banking stocks for the first time since 2007. But Maha Khan Phillips finds that not everyone is convinced that now is the time to buy
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Interviews
Emerging markets, changing world
Julian Mayo, co-CIO at emerging markets specialist Charlemagne Capital, has a memory from the early 1990s that serves as a corrective to the idea of ‘de-coupling’.
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Asset Class Reports
European Equities: Debating ‘quality’
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
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Asset Class Reports
European Equities: Is there value in the periphery?
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more abundant domestic-focused and cyclical stocks
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Special Report
Green listings
Nina Röhrbein reports on how stock exchanges apply pressure on their listed companies to be more sustainable
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Features
Yielding results
Ultra-low bond yields and high dividend yields suggest low-risk investors should consider equity income funds. Joseph Mariathasan looks at the options
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Features
AIFMD: the rush to regulate
With its mid-year implementation deadline looming, Giuseppe Rumi and Giorgio Tosetti update us on the state of play for the Alternative Investment Fund Managers Directive
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Asset Class Reports
Small & Mid-Cap Equities: Hungry, growing, focused
In a world obsessed with the safe havens of multi-national mega-cap cash machines, Joseph Mariathasan revisits the case for smaller companies
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Asset Class Reports
Small & Mid-Cap Equities: So many stocks, so little time
Joseph Mariathasan considers the resource demands inherent in making the compelling global small-cap opportunity manageable
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Asset Class Reports
Small & Mid-Cap Equities: Punching above their weight
Martin Steward takes a tour of some world-beating European companies with four leading small-caps managers
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Special Report
Split over atoms
Nina Röhrbein finds few pension funds have specific policies on nuclear, and reports differing views among funds and managers
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Features
Contagious junk?
Speculation that European downgrades could squeeze EM corporate bond issuers is overblown, finds Martin Steward
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FeaturesThe correlation myth
Patrick Burke d’Orey argues that factor analysis shows that correlations are not at all-time highs – and that even in 2008 there was wide dispersion in pair-wise factor correlations
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Features
Relationship issues
The demand from pension funds for greater transparency from their custodians is growing more urgent, finds Iain Morse
